Grimes & Company
Latest statistics and disclosures from GRIMES & Co WEALTH MANAGEMENT's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, VB, SJNK, USHY, SPHY, and represent 27.22% of GRIMES & Co WEALTH MANAGEMENT's stock portfolio.
- Added to shares of these 10 stocks: VB (+$126M), RSP (+$26M), XLB (+$21M), XLE (+$16M), AVLC (+$7.5M), XLK (+$7.2M), NVDA (+$6.5M), XLY (+$6.1M), IVV (+$5.8M), USHY (+$5.1M).
- Started 50 new stock positions in EQT, XLB, LEN, CPNG, VONG, BCG, BP, CTVA, ORLY, NET.
- Reduced shares in these 10 stocks: SUB (-$58M), XLC (-$33M), XLI (-$20M), LULU (-$6.1M), AAPL (-$5.5M), TSM, HPE, MU, JHML, ZM.
- Sold out of its positions in AVUV, ARCC, AUR, BXSL, GBDC, RSPT, IXN, SHY, Lucid Group, MSDL. PNNT, VONE, NXPI.
- GRIMES & Co WEALTH MANAGEMENT was a net buyer of stock by $171M.
- GRIMES & Co WEALTH MANAGEMENT has $4.1B in assets under management (AUM), dropping by 10.20%.
- Central Index Key (CIK): 0001321993
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Portfolio Holdings for GRIMES & Co WEALTH MANAGEMENT
GRIMES & Co WEALTH MANAGEMENT holds 450 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 7.6 | $309M | 3.5M | 87.31 |
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| Vanguard Index Fds Small Cp Etf (VB) | 6.8 | $274M | +84% | 1.1M | 254.28 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 4.3 | $175M | +2% | 6.8M | 25.60 |
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| Ishares Tr Broad Usd High (USHY) | 4.3 | $173M | +3% | 4.6M | 37.77 |
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| Spdr Series Trust Portfli High Yld (SPHY) | 4.3 | $172M | +2% | 7.2M | 23.94 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $171M | +3% | 255k | 669.30 |
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| Ishares Core Msci Emkt (IEMG) | 4.1 | $167M | 2.5M | 65.92 |
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| Select Sector Spdr Tr Technology (XLK) | 3.8 | $155M | +4% | 549k | 281.86 |
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| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 3.1 | $126M | 1.6M | 78.37 |
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| Apple (AAPL) | 2.6 | $105M | -4% | 412k | 254.63 |
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| Microsoft Corporation (MSFT) | 2.2 | $91M | +5% | 175k | 517.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.4 | $58M | 121k | 479.61 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 1.4 | $55M | -2% | 2.2M | 24.93 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 1.3 | $54M | -3% | 1.1M | 51.04 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $51M | +106% | 266k | 189.70 |
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| NVIDIA Corporation (NVDA) | 1.2 | $48M | +15% | 259k | 186.58 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $45M | -7% | 161k | 279.29 |
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| Select Sector Spdr Tr Communication (XLC) | 1.0 | $42M | -44% | 353k | 118.37 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $40M | 164k | 243.10 |
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| Meta Platforms Cl A (META) | 0.9 | $37M | +5% | 51k | 734.38 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.9 | $36M | 785k | 45.21 |
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| Amazon (AMZN) | 0.9 | $35M | +7% | 157k | 219.57 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $32M | +23% | 135k | 239.64 |
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| Select Sector Spdr Tr Energy (XLE) | 0.8 | $32M | +101% | 359k | 89.34 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $31M | +11% | 97k | 315.43 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $29M | +16% | 373k | 78.37 |
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| Broadcom (AVGO) | 0.7 | $29M | +15% | 88k | 329.91 |
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| Qualcomm (QCOM) | 0.7 | $28M | -6% | 169k | 166.36 |
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| Etf Ser Solutions Lha Risk Manage (RMIF) | 0.6 | $25M | -4% | 1.0M | 24.99 |
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| American Centy Etf Tr Avantis Us Larg (AVLC) | 0.6 | $25M | +42% | 327k | 76.51 |
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| Abbvie (ABBV) | 0.6 | $25M | 107k | 231.54 |
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| Amgen (AMGN) | 0.6 | $24M | -5% | 86k | 282.20 |
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| Eaton Corp SHS (ETN) | 0.6 | $24M | -5% | 65k | 374.25 |
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| Regions Financial Corporation (RF) | 0.6 | $24M | -7% | 904k | 26.37 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $23M | +11% | 161k | 139.17 |
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| Johnson & Johnson (JNJ) | 0.5 | $22M | +10% | 118k | 185.42 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $22M | +3% | 399k | 53.87 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $21M | +20% | 88k | 243.55 |
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| Select Sector Spdr Tr Indl (XLI) | 0.5 | $21M | -48% | 137k | 154.23 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.5 | $21M | NEW | 229k | 89.62 |
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| Hewlett Packard Enterprise (HPE) | 0.5 | $20M | -12% | 807k | 24.56 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $19M | +5% | 193k | 100.25 |
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| Advanced Micro Devices (AMD) | 0.5 | $18M | -5% | 113k | 161.79 |
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| Medtronic SHS (MDT) | 0.4 | $18M | -7% | 190k | 95.24 |
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| Visa Com Cl A (V) | 0.4 | $18M | 53k | 341.38 |
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| Gilead Sciences (GILD) | 0.4 | $18M | 160k | 111.00 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $17M | -6% | 138k | 124.34 |
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| Cisco Systems (CSCO) | 0.4 | $17M | +4% | 249k | 68.42 |
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| Bristol Myers Squibb (BMY) | 0.4 | $17M | -5% | 376k | 45.10 |
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| EOG Resources (EOG) | 0.4 | $16M | -7% | 141k | 112.12 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.4 | $16M | +15% | 495k | 31.53 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $16M | -4% | 63k | 246.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $15M | 129k | 118.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $15M | 22k | 666.19 |
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| Bank of America Corporation (BAC) | 0.4 | $15M | 280k | 51.59 |
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| Zoom Communications Cl A (ZM) | 0.4 | $14M | -12% | 174k | 82.50 |
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| Paychex (PAYX) | 0.3 | $14M | -8% | 111k | 126.76 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $14M | -10% | 15k | 968.09 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.3 | $14M | +40% | 189k | 73.54 |
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| Incyte Corporation (INCY) | 0.3 | $14M | -9% | 163k | 84.81 |
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| Applied Materials (AMAT) | 0.3 | $14M | -8% | 67k | 204.74 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $13M | 506k | 26.34 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $13M | -10% | 37k | 352.75 |
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| salesforce (CRM) | 0.3 | $13M | -9% | 55k | 237.00 |
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| American Express Company (AXP) | 0.3 | $13M | -3% | 39k | 332.16 |
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| T. Rowe Price (TROW) | 0.3 | $13M | -9% | 125k | 102.64 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $12M | +2% | 179k | 65.26 |
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| Verizon Communications (VZ) | 0.3 | $12M | -2% | 264k | 43.95 |
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| Vanguard World Consum Dis Etf (VCR) | 0.3 | $12M | -3% | 29k | 396.15 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $11M | +25% | 101k | 112.75 |
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| Micron Technology (MU) | 0.3 | $11M | -17% | 67k | 167.32 |
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| Chevron Corporation (CVX) | 0.3 | $11M | -2% | 70k | 155.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $11M | 45k | 241.96 |
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| Hershey Company (HSY) | 0.3 | $11M | -5% | 57k | 187.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $11M | +17% | 21k | 502.75 |
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| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.2 | $9.9M | -2% | 88k | 111.83 |
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| United Parcel Service CL B (UPS) | 0.2 | $9.8M | -4% | 117k | 83.53 |
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| Xylem (XYL) | 0.2 | $9.7M | -13% | 65k | 147.50 |
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| Walt Disney Company (DIS) | 0.2 | $9.6M | +10% | 84k | 114.50 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $9.6M | 224k | 42.79 |
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| Abbott Laboratories (ABT) | 0.2 | $9.4M | +17% | 70k | 133.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $9.3M | +2% | 100k | 93.37 |
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| Pepsi (PEP) | 0.2 | $9.1M | 65k | 140.44 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $9.0M | -9% | 134k | 67.07 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $8.7M | 17k | 499.22 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $8.7M | -2% | 39k | 222.17 |
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| GSK Sponsored Adr (GSK) | 0.2 | $8.5M | -2% | 196k | 43.16 |
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| Paypal Holdings (PYPL) | 0.2 | $8.4M | -10% | 126k | 67.06 |
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| Schlumberger Com Stk (SLB) | 0.2 | $8.4M | -8% | 243k | 34.37 |
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| Clorox Company (CLX) | 0.2 | $8.2M | -3% | 67k | 123.30 |
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| Spdr Series Trust S&p Cap Mkts (KCE) | 0.2 | $8.0M | -2% | 52k | 152.85 |
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| Dex (DXCM) | 0.2 | $7.8M | -13% | 117k | 67.29 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $7.6M | +8% | 46k | 167.33 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $7.3M | +7% | 12k | 612.40 |
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| Zions Bancorporation (ZION) | 0.2 | $7.1M | 126k | 56.58 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $7.0M | -9% | 15k | 485.02 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $7.0M | -3% | 301k | 23.28 |
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| Generac Holdings (GNRC) | 0.2 | $7.0M | -17% | 42k | 167.40 |
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| Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) | 0.2 | $6.9M | -2% | 167k | 41.24 |
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| Robert Half International (RHI) | 0.2 | $6.6M | -4% | 195k | 33.98 |
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| Textron (TXT) | 0.2 | $6.5M | 76k | 84.48 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $6.3M | -9% | 114k | 55.49 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $6.2M | -3% | 93k | 66.91 |
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| Workday Cl A (WDAY) | 0.2 | $6.2M | -11% | 26k | 240.73 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $6.1M | 195k | 31.42 |
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| Nike CL B (NKE) | 0.2 | $6.1M | -14% | 87k | 69.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $5.8M | +5% | 97k | 59.92 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $5.7M | +3% | 31k | 183.73 |
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| International Business Machines (IBM) | 0.1 | $5.7M | +24% | 20k | 282.15 |
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| Kla Corp Com New (KLAC) | 0.1 | $5.6M | +239% | 5.2k | 1078.69 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $5.5M | -19% | 9.6k | 568.83 |
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| Procter & Gamble Company (PG) | 0.1 | $5.4M | 35k | 153.65 |
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| Ge Aerospace Com New (GE) | 0.1 | $5.2M | +27% | 17k | 300.83 |
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| Align Technology (ALGN) | 0.1 | $5.0M | -11% | 40k | 125.22 |
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| Oracle Corporation (ORCL) | 0.1 | $5.0M | +31% | 18k | 281.24 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $5.0M | 77k | 64.69 |
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| Biogen Idec (BIIB) | 0.1 | $4.9M | -13% | 35k | 140.08 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $4.9M | +1511% | 48k | 102.87 |
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| Eli Lilly & Co. (LLY) | 0.1 | $4.7M | +33% | 6.2k | 762.96 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $4.6M | 16k | 297.61 |
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| McDonald's Corporation (MCD) | 0.1 | $4.6M | +20% | 15k | 303.88 |
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| Tesla Motors (TSLA) | 0.1 | $4.4M | +93% | 9.8k | 444.73 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $4.2M | -4% | 14k | 296.30 |
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| Ishares Tr Esg Optimized (SUSA) | 0.1 | $4.2M | 31k | 135.65 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $4.1M | 4.4k | 933.70 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $4.0M | +8% | 74k | 54.18 |
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| Home Depot (HD) | 0.1 | $3.9M | +28% | 9.6k | 405.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.8M | -8% | 6.4k | 600.32 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $3.8M | +466% | 35k | 108.96 |
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| Lululemon Athletica (LULU) | 0.1 | $3.8M | -61% | 22k | 177.93 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $3.7M | -2% | 58k | 64.24 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $3.7M | +4% | 8.0k | 463.72 |
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| Netflix (NFLX) | 0.1 | $3.7M | +584% | 3.1k | 1198.80 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $3.6M | +3% | 174k | 20.93 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $3.6M | 77k | 46.81 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.6M | +16% | 7.6k | 468.39 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $3.5M | +57% | 12k | 309.74 |
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| Ishares Tr Us Trsprtion (IYT) | 0.1 | $3.5M | -4% | 49k | 71.71 |
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| Constellation Brands Cl A (STZ) | 0.1 | $3.5M | -2% | 26k | 134.67 |
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| Wal-Mart Stores (WMT) | 0.1 | $3.4M | +63% | 33k | 103.06 |
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| Costco Wholesale Corporation (COST) | 0.1 | $3.4M | +73% | 3.7k | 925.69 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $3.3M | 71k | 46.32 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.3M | +14% | 39k | 83.82 |
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| Stryker Corporation (SYK) | 0.1 | $3.2M | 8.8k | 369.67 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.2M | 23k | 140.95 |
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| Goldman Sachs (GS) | 0.1 | $3.1M | 4.0k | 796.41 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $3.1M | +58% | 46k | 68.08 |
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| Gra (GGG) | 0.1 | $3.1M | -22% | 37k | 84.96 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $3.1M | -3% | 58k | 53.24 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.0M | 4.00 | 754200.00 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $3.0M | +88% | 31k | 95.47 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $2.9M | 43k | 69.08 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.9M | 55k | 53.40 |
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| Ge Vernova (GEV) | 0.1 | $2.9M | +34% | 4.7k | 614.89 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.9M | -15% | 8.7k | 328.16 |
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| IDEXX Laboratories (IDXX) | 0.1 | $2.8M | 4.4k | 638.89 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $2.8M | 16k | 176.81 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.7M | 81k | 33.37 |
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| Pfizer (PFE) | 0.1 | $2.7M | +8% | 106k | 25.48 |
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| Illinois Tool Works (ITW) | 0.1 | $2.7M | 10k | 260.75 |
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| 3M Company (MMM) | 0.1 | $2.7M | +79% | 17k | 155.18 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.6M | +6% | 33k | 81.19 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.6M | 3.5k | 746.55 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $2.6M | -2% | 18k | 144.37 |
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| TJX Companies (TJX) | 0.1 | $2.5M | +63% | 17k | 144.54 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.1 | $2.5M | 27k | 92.60 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.5M | 12k | 215.79 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $2.5M | 27k | 92.98 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.4M | 14k | 173.32 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.4M | +4% | 12k | 203.60 |
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| Boston Scientific Corporation (BSX) | 0.1 | $2.4M | +188% | 24k | 97.63 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $2.4M | -11% | 30k | 79.95 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $2.4M | -9% | 11k | 213.72 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $2.3M | -8% | 26k | 89.77 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.3M | +22% | 31k | 74.37 |
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| Merck & Co (MRK) | 0.1 | $2.3M | +11% | 27k | 83.93 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $2.2M | +61% | 48k | 45.08 |
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| UnitedHealth (UNH) | 0.1 | $2.1M | +86% | 6.1k | 345.31 |
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| Spdr Series Trust S&p Semicndctr (XSD) | 0.1 | $2.1M | -4% | 6.6k | 319.12 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $2.0M | +226% | 11k | 182.43 |
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| Intel Corporation (INTC) | 0.0 | $2.0M | 59k | 33.55 |
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| Trane Technologies SHS (TT) | 0.0 | $1.9M | 4.5k | 421.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.9M | +6% | 10k | 186.48 |
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| Union Pacific Corporation (UNP) | 0.0 | $1.9M | 7.9k | 236.37 |
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| O'reilly Automotive (ORLY) | 0.0 | $1.9M | NEW | 17k | 107.81 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $1.8M | 8.8k | 201.53 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.8M | 4.9k | 355.47 |
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| Honeywell International (HON) | 0.0 | $1.7M | -3% | 8.1k | 210.49 |
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| Lowe's Companies (LOW) | 0.0 | $1.7M | 6.8k | 251.31 |
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| Coca-Cola Company (KO) | 0.0 | $1.7M | -3% | 25k | 66.32 |
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| Caterpillar (CAT) | 0.0 | $1.7M | +4% | 3.5k | 477.21 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.7M | +327% | 15k | 109.95 |
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| Welltower Inc Com reit (WELL) | 0.0 | $1.6M | +236% | 9.2k | 178.13 |
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| Howmet Aerospace (HWM) | 0.0 | $1.6M | NEW | 8.1k | 196.23 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $1.6M | -4% | 22k | 72.56 |
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| Philip Morris International (PM) | 0.0 | $1.6M | +52% | 9.6k | 162.20 |
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| Boeing Company (BA) | 0.0 | $1.5M | +102% | 7.2k | 215.83 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $1.5M | 5.2k | 293.81 |
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| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $1.5M | -5% | 53k | 29.22 |
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| Danaher Corporation (DHR) | 0.0 | $1.5M | 7.7k | 198.25 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.5M | +166% | 3.1k | 490.38 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $1.5M | 21k | 70.97 |
|
|
| At&t (T) | 0.0 | $1.5M | +46% | 52k | 28.24 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.4M | -2% | 52k | 27.90 |
|
| Constellation Energy (CEG) | 0.0 | $1.4M | +181% | 4.3k | 329.03 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.4M | -4% | 17k | 84.60 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $1.4M | 11k | 122.59 |
|
|
| First Tr Exchange Traded Consumr Staple (FXG) | 0.0 | $1.4M | 22k | 62.67 |
|
|
| Deere & Company (DE) | 0.0 | $1.4M | +363% | 3.0k | 457.23 |
|
| Uber Technologies (UBER) | 0.0 | $1.4M | NEW | 14k | 97.97 |
|
| Lear Corp Com New (LEA) | 0.0 | $1.3M | -6% | 13k | 100.61 |
|
| Emerson Electric (EMR) | 0.0 | $1.3M | +7% | 10k | 131.17 |
|
| Nextera Energy (NEE) | 0.0 | $1.3M | 18k | 75.49 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $1.3M | +197% | 6.6k | 197.62 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.3M | 9.2k | 142.10 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.3M | +79% | 17k | 75.39 |
|
| ConocoPhillips (COP) | 0.0 | $1.3M | +7% | 14k | 94.59 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.3M | NEW | 9.4k | 133.90 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.2M | 29k | 43.42 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $1.2M | 30k | 41.58 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.2M | -3% | 4.1k | 293.74 |
|
| Southern Company (SO) | 0.0 | $1.2M | -2% | 13k | 94.77 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $1.2M | 9.5k | 123.76 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $1.1M | 24k | 48.33 |
|
|
| Phillips 66 (PSX) | 0.0 | $1.1M | 8.3k | 136.02 |
|
|
| Uranium Energy (UEC) | 0.0 | $1.1M | 84k | 13.34 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.1M | +55% | 15k | 73.46 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.1M | +18% | 43k | 25.71 |
|
| Paccar (PCAR) | 0.0 | $1.1M | -6% | 11k | 98.32 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.0M | +265% | 8.5k | 123.75 |
|
| Fiserv (FI) | 0.0 | $1.0M | 8.1k | 128.93 |
|
|
| Murphy Usa (MUSA) | 0.0 | $1.0M | 2.6k | 388.26 |
|
|
| Blackrock (BLK) | 0.0 | $1.0M | 873.00 | 1165.95 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.0M | 13k | 79.94 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $981k | -7% | 2.4k | 402.38 |
|
| Republic Services (RSG) | 0.0 | $980k | NEW | 4.3k | 229.47 |
|
| Booking Holdings (BKNG) | 0.0 | $972k | +339% | 180.00 | 5399.26 |
|
| Automatic Data Processing (ADP) | 0.0 | $970k | 3.3k | 293.49 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $952k | 4.9k | 192.74 |
|
|
| Corteva (CTVA) | 0.0 | $947k | NEW | 14k | 67.63 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $899k | 4.3k | 206.89 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $889k | -13% | 4.5k | 195.87 |
|
| Manulife Finl Corp (MFC) | 0.0 | $875k | -11% | 28k | 31.15 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $871k | NEW | 4.1k | 214.61 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $864k | 1.4k | 595.92 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $856k | +3% | 4.1k | 208.71 |
|
| SYSCO Corporation (SYY) | 0.0 | $851k | -4% | 10k | 82.34 |
|
| Altria (MO) | 0.0 | $845k | 13k | 66.06 |
|
|
| Cardinal Health (CAH) | 0.0 | $815k | NEW | 5.2k | 156.97 |
|
| The Beauty Health Company Com Cl A (SKIN) | 0.0 | $810k | 407k | 1.99 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $803k | 8.3k | 96.55 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $774k | 5.5k | 140.06 |
|
|
| eBay (EBAY) | 0.0 | $770k | NEW | 8.5k | 90.95 |
|
| Citigroup Com New (C) | 0.0 | $770k | +118% | 7.6k | 101.50 |
|
| Valero Energy Corporation (VLO) | 0.0 | $761k | 4.5k | 170.27 |
|
|
| Axon Enterprise (AXON) | 0.0 | $761k | NEW | 1.1k | 717.64 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $760k | 2.3k | 332.90 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $749k | 6.7k | 111.70 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $749k | 1.5k | 491.17 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $742k | NEW | 8.8k | 83.86 |
|
| Intuit (INTU) | 0.0 | $731k | +176% | 1.1k | 682.99 |
|
| MercadoLibre (MELI) | 0.0 | $720k | NEW | 308.00 | 2336.95 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $717k | +16% | 14k | 52.28 |
|
| Travelers Companies (TRV) | 0.0 | $702k | +2% | 2.5k | 279.22 |
|
| Doordash Cl A (DASH) | 0.0 | $700k | NEW | 2.6k | 271.95 |
|
| Carrier Global Corporation (CARR) | 0.0 | $699k | 12k | 59.70 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $691k | 2.5k | 272.75 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $686k | 12k | 55.33 |
|
|
| F5 Networks (FFIV) | 0.0 | $685k | -20% | 2.1k | 323.19 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $683k | +46% | 4.7k | 145.64 |
|
| Quanta Services (PWR) | 0.0 | $681k | NEW | 1.6k | 414.43 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $679k | +14% | 25k | 27.30 |
|
| Dominion Resources (D) | 0.0 | $672k | 11k | 61.17 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $671k | +260% | 2.1k | 322.14 |
|
| Target Corporation (TGT) | 0.0 | $670k | +6% | 7.5k | 89.70 |
|
| Shell Spon Ads (SHEL) | 0.0 | $664k | 9.3k | 71.53 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $661k | NEW | 2.0k | 323.63 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $659k | +33% | 2.1k | 307.80 |
|
| Rockwell Automation (ROK) | 0.0 | $657k | 1.9k | 349.55 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $642k | 3.0k | 213.72 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $641k | NEW | 20k | 32.20 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $623k | -31% | 13k | 49.39 |
|
| Chubb (CB) | 0.0 | $622k | 2.2k | 282.28 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $622k | -3% | 21k | 29.64 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $620k | -15% | 2.3k | 271.16 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $620k | NEW | 2.7k | 225.57 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $617k | NEW | 883.00 | 698.15 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $614k | -98% | 5.8k | 106.78 |
|
| Cadence Design Systems (CDNS) | 0.0 | $607k | NEW | 1.7k | 351.28 |
|
| Entergy Corporation (ETR) | 0.0 | $603k | NEW | 6.5k | 93.19 |
|
| Sportradar Group Class A Ord Shs (SRAD) | 0.0 | $592k | NEW | 22k | 26.90 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $583k | 84k | 6.91 |
|
|
| Docusign (DOCU) | 0.0 | $574k | -18% | 8.0k | 72.09 |
|
| Topbuild (BLD) | 0.0 | $572k | NEW | 1.5k | 390.74 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $572k | +6% | 12k | 46.24 |
|
| McKesson Corporation (MCK) | 0.0 | $570k | 738.00 | 772.22 |
|
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $570k | NEW | 6.1k | 93.25 |
|
| Williams Companies (WMB) | 0.0 | $566k | NEW | 8.9k | 63.35 |
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $558k | -7% | 7.9k | 70.32 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $558k | -3% | 4.4k | 128.26 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $557k | +30% | 3.9k | 142.39 |
|
| Ecolab (ECL) | 0.0 | $554k | -13% | 2.0k | 273.93 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $546k | NEW | 2.3k | 236.07 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $535k | +2% | 2.3k | 234.98 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $533k | NEW | 8.2k | 65.01 |
|
| Consolidated Edison (ED) | 0.0 | $531k | 5.3k | 100.52 |
|
|
| Vaneck Etf Trust Fabless Semicond (SMHX) | 0.0 | $522k | 14k | 38.28 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $515k | 3.5k | 145.60 |
|
|
| Linde SHS (LIN) | 0.0 | $508k | 1.1k | 475.18 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $506k | +8% | 3.0k | 170.72 |
|
| Allete Com New (ALE) | 0.0 | $505k | 7.6k | 66.40 |
|
|
| AutoZone (AZO) | 0.0 | $502k | 117.00 | 4292.19 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $491k | 3.5k | 138.60 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $491k | +80% | 2.5k | 194.53 |
|
| Yum! Brands (YUM) | 0.0 | $486k | +2% | 3.2k | 152.02 |
|
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.0 | $484k | -10% | 9.7k | 50.12 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $462k | 757.00 | 609.64 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $462k | +6% | 15k | 31.27 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $458k | -2% | 9.6k | 47.52 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $456k | 1.2k | 365.62 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $454k | 1.7k | 273.60 |
|
|
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.0 | $449k | -11% | 7.1k | 63.30 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $448k | 4.9k | 91.42 |
|
|
| MetLife (MET) | 0.0 | $442k | -5% | 5.4k | 82.37 |
|
| International Paper Company (IP) | 0.0 | $442k | -2% | 9.5k | 46.40 |
|
| Morgan Stanley Com New (MS) | 0.0 | $441k | -4% | 2.8k | 158.96 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $440k | 8.3k | 53.35 |
|
|
| Agnico (AEM) | 0.0 | $428k | 2.5k | 168.59 |
|
|
| EQT Corporation (EQT) | 0.0 | $428k | NEW | 7.9k | 54.43 |
|
| FirstEnergy (FE) | 0.0 | $416k | 9.1k | 45.82 |
|
|
| BioCryst Pharmaceuticals (BCRX) | 0.0 | $410k | 54k | 7.59 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $410k | +45% | 6.3k | 65.01 |
|
| Hudson Technologies (HDSN) | 0.0 | $409k | 41k | 9.93 |
|
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.0 | $408k | 8.1k | 50.20 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $406k | NEW | 12k | 34.46 |
|
| AmerisourceBergen (COR) | 0.0 | $405k | 1.3k | 312.62 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $402k | 5.2k | 76.72 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $399k | 2.8k | 141.78 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $397k | +26% | 15k | 26.30 |
|
| Spdr Series Trust S&p Oilgas Exp (XOP) | 0.0 | $397k | 3.0k | 132.21 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $394k | +6% | 1.9k | 203.66 |
|
| Kinder Morgan (KMI) | 0.0 | $390k | +3% | 14k | 28.31 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $389k | 7.7k | 50.63 |
|
|
| L3harris Technologies (LHX) | 0.0 | $389k | -2% | 1.3k | 305.40 |
|
| Cigna Corp (CI) | 0.0 | $388k | -6% | 1.3k | 288.31 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $385k | 3.2k | 120.71 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $383k | NEW | 9.5k | 40.33 |
|
| Hanover Insurance (THG) | 0.0 | $379k | 2.1k | 181.60 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $378k | 3.8k | 99.81 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $372k | -20% | 1.1k | 326.45 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $361k | 476.00 | 758.50 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $360k | 3.4k | 106.49 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $353k | 1.0k | 341.04 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $350k | 3.2k | 110.57 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $349k | -19% | 8.1k | 43.30 |
|
| Corning Incorporated (GLW) | 0.0 | $347k | -14% | 4.2k | 82.03 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $347k | -2% | 1.8k | 187.76 |
|
| Microchip Technology (MCHP) | 0.0 | $346k | +2% | 5.4k | 64.22 |
|
| Eversource Energy (ES) | 0.0 | $339k | -40% | 4.8k | 71.14 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $339k | -60% | 11k | 31.91 |
|
| Ingersoll Rand (IR) | 0.0 | $337k | +2% | 4.1k | 82.61 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $336k | +14% | 4.3k | 78.35 |
|
| Cintas Corporation (CTAS) | 0.0 | $335k | 1.6k | 205.26 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $331k | -2% | 4.2k | 78.10 |
|
| CSX Corporation (CSX) | 0.0 | $328k | +2% | 9.2k | 35.51 |
|
| Mercury Computer Systems (MRCY) | 0.0 | $327k | NEW | 4.2k | 77.40 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $320k | 4.3k | 75.11 |
|
|
| Ecb Bancorp (ECBK) | 0.0 | $317k | 20k | 15.87 |
|
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $313k | 3.3k | 94.88 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $311k | NEW | 2.6k | 120.51 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $307k | -3% | 2.7k | 111.86 |
|
| ON Semiconductor (ON) | 0.0 | $307k | -12% | 6.2k | 49.31 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $307k | 2.7k | 113.63 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $304k | -4% | 3.8k | 79.94 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $302k | 5.4k | 55.71 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $301k | -8% | 3.2k | 95.43 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $298k | -13% | 5.6k | 53.03 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $292k | NEW | 406.00 | 718.66 |
|
| S&p Global (SPGI) | 0.0 | $290k | 595.00 | 487.09 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $290k | -13% | 3.5k | 81.94 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.0 | $288k | 12k | 25.10 |
|
|
| Insmed Com Par $.01 (INSM) | 0.0 | $288k | NEW | 2.0k | 144.01 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $288k | 5.0k | 57.52 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $283k | 3.0k | 94.30 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $280k | NEW | 4.2k | 67.30 |
|
| Becton, Dickinson and (BDX) | 0.0 | $280k | 1.5k | 187.16 |
|
|
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $279k | 2.8k | 100.18 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $278k | NEW | 27k | 10.48 |
|
| Capital Southwest Corporation (CSWC) | 0.0 | $276k | -5% | 13k | 21.86 |
|
| Sixth Street Specialty Lending (TSLX) | 0.0 | $273k | 12k | 22.86 |
|
|
| Eastern Bankshares (EBC) | 0.0 | $271k | 15k | 18.15 |
|
|
| Realty Income (O) | 0.0 | $268k | +2% | 4.4k | 60.79 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.0 | $266k | 2.2k | 120.64 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $264k | +2% | 1.5k | 177.39 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $263k | -12% | 5.2k | 50.90 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $262k | 3.7k | 71.36 |
|
|
| FedEx Corporation (FDX) | 0.0 | $259k | 1.1k | 235.90 |
|
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.0 | $259k | NEW | 7.6k | 33.89 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $252k | 3.9k | 65.21 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $249k | 500.00 | 498.78 |
|
|
| Oneok (OKE) | 0.0 | $247k | +2% | 3.4k | 72.96 |
|
| Sun Life Financial (SLF) | 0.0 | $247k | 4.1k | 60.03 |
|
|
| ESCO Technologies (ESE) | 0.0 | $245k | NEW | 1.2k | 211.17 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $243k | -12% | 621.00 | 391.77 |
|
| Equinox Gold Corp equities (EQX) | 0.0 | $240k | 21k | 11.22 |
|
|
| Wisdomtree Tr Cloud Computng (WCLD) | 0.0 | $240k | 6.8k | 35.17 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $239k | 3.5k | 68.58 |
|
|
| Waste Management (WM) | 0.0 | $239k | NEW | 1.1k | 220.77 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $239k | 2.7k | 88.95 |
|
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $238k | 5.0k | 47.38 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $238k | 2.2k | 106.61 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $238k | NEW | 1.4k | 170.85 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $236k | NEW | 1.7k | 139.71 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $235k | -11% | 750.00 | 313.56 |
|
| WESCO International (WCC) | 0.0 | $235k | 1.1k | 211.52 |
|
|
| Exelon Corporation (EXC) | 0.0 | $234k | 5.2k | 45.01 |
|
|
| American Tower Reit (AMT) | 0.0 | $233k | 1.2k | 192.30 |
|
|
| Public Storage (PSA) | 0.0 | $232k | -4% | 802.00 | 288.77 |
|
| Dupont De Nemours (DD) | 0.0 | $231k | NEW | 3.0k | 77.91 |
|
| Enbridge (ENB) | 0.0 | $229k | NEW | 4.5k | 50.46 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $228k | 3.3k | 68.40 |
|
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $228k | -36% | 190k | 1.20 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $226k | NEW | 1.8k | 126.06 |
|
| General American Investors (GAM) | 0.0 | $224k | 3.6k | 62.21 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $223k | NEW | 661.00 | 337.49 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $222k | 1.7k | 128.39 |
|
|
| Tg Therapeutics (TGTX) | 0.0 | $220k | 6.1k | 36.13 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $220k | +2% | 13k | 17.16 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $220k | 3.0k | 73.00 |
|
|
| Electronic Arts (EA) | 0.0 | $219k | NEW | 1.1k | 201.62 |
|
| American Intl Group Com New (AIG) | 0.0 | $215k | 2.7k | 78.53 |
|
|
| Hologic (HOLX) | 0.0 | $214k | 3.2k | 67.49 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $209k | +2% | 1.5k | 140.76 |
|
| Spdr Series Trust S&p Bk Etf (KBE) | 0.0 | $207k | NEW | 3.5k | 59.43 |
|
| Hca Holdings (HCA) | 0.0 | $207k | NEW | 485.00 | 426.37 |
|
| Innoviva (INVA) | 0.0 | $207k | 11k | 18.25 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $203k | -2% | 3.3k | 62.46 |
|
| Autodesk (ADSK) | 0.0 | $203k | -21% | 638.00 | 317.67 |
|
| Zoetis Cl A (ZTS) | 0.0 | $202k | -2% | 1.4k | 146.30 |
|
| Adma Biologics (ADMA) | 0.0 | $201k | 14k | 14.66 |
|
|
| Amicus Therapeutics (FOLD) | 0.0 | $192k | 24k | 7.88 |
|
|
| Ford Motor Company (F) | 0.0 | $154k | 13k | 11.96 |
|
|
| Immunitybio (IBRX) | 0.0 | $144k | 58k | 2.46 |
|
|
| Digimarc Corporation (DMRC) | 0.0 | $130k | 13k | 9.77 |
|
|
| Uranium Royalty Corp (UROY) | 0.0 | $129k | 30k | 4.30 |
|
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $94k | +14% | 43k | 2.17 |
|
| Binah Cap Group (BCG) | 0.0 | $58k | NEW | 34k | 1.72 |
|
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.0 | $54k | 41k | 1.31 |
|
|
| Rocket Pharmaceuticals (RCKT) | 0.0 | $50k | NEW | 15k | 3.26 |
|
| Ribbon Communication (RBBN) | 0.0 | $38k | 10k | 3.80 |
|
Past Filings by GRIMES & Co WEALTH MANAGEMENT
SEC 13F filings are viewable for GRIMES & Co WEALTH MANAGEMENT going back to 2011
- GRIMES & Co WEALTH MANAGEMENT 2025 Q3 filed Oct. 27, 2025
- Grimes & Company 2025 Q2 filed July 22, 2025
- Grimes & Company 2025 Q1 filed April 17, 2025
- Grimes & Company 2024 Q4 filed Jan. 21, 2025
- Grimes & Company 2024 Q3 filed Oct. 22, 2024
- Grimes & Company 2024 Q2 filed July 22, 2024
- Grimes & Company 2024 Q1 filed April 17, 2024
- Grimes & Company 2023 Q4 filed Jan. 24, 2024
- Grimes & Company 2023 Q3 filed Oct. 19, 2023
- Grimes & Company 2023 Q2 filed July 19, 2023
- Grimes & Company 2023 Q1 filed April 20, 2023
- Grimes & Company 2022 Q4 filed Jan. 25, 2023
- Grimes & Company 2022 Q3 filed Oct. 28, 2022
- Grimes & Company 2022 Q2 filed July 22, 2022
- Grimes & Company 2022 Q1 filed May 6, 2022
- Grimes & Company 2021 Q4 filed Feb. 1, 2022